Insurance Account Manager: Client Retention & Growth

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates marketing submissions and works with various carriers to obtain quotes;

• May negotiate prices, commissions, and/or coverages with carriers;

• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);

• Manages renewal process for expiring policies;

• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;

• May participate in client meetings to review coverage;

• Researches requests for information from Underwriters;

• Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients;

• Composes correspondence to insureds and/or Underwriters;

• Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;

• Binds insurance coverage and prepares binders;

• Prepares certificate templates;

• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;

• Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;

• Participates in the claims process as necessary;

• Notifies Brokers and Producers of pertinent information related to client retention;

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

Two (2) or more years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by Supervisor

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Excellent organization and effective time management skills

Strong attention to detail

Good planning and prioritization skills

Good problem solving skills

Strong analytical skills

Ability to work within a team and to foster teamwork

Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts

Proficient in Microsoft Office Suite

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